Assist in analyzing portfolio analytics, asset allocation, and investment holdings with client portfolios and make appropriate recommendations when warranted
Job Summary
Assist in analyzing portfolio analytics, asset allocation, and investment holdings with client portfolios and make appropriate recommendations when warranted.
Provides professional support to Financial Advisors by preparing industry and company research, writing investment-related research reports, and creating/maintaining financial models.
Raymond James offers an annual discretionary bonus and monthly performance payout.
Matching Summary
Assist in analyzing portfolio analytics, asset allocation, and investment holdings with client portfolios and make appropriate recommendations when warranted.
Salary
Base: $62,353.20-$90,000.00; Bonus/Equity: Annual discretionary bonus and monthly performance payout; Benefits: Not specified
Skills & Requirements
Must-have
Portfolio analytics and asset allocation
Investment research and reporting
Financial modeling
Client relationship management
Nice-to-have
Strategic planning for client retention
Professional development and industry currency
Collaboration and cross-functional partnership
Key Requirements
Bachelor's Degree in related field
Minimum 2 years of experience
SIE, Series 7, Series 63/65/66 licenses
Financial services experience with market research